Filed January 23, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $19,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,146 | $65,322-11.0% | $70,449-17.5% | $73,488-20.9% |
| Participation rate | 64.8% | 77.0%-12.2pp | 75.1%-10.3pp | 70.7%-5.9pp |
| Annual return | 29.96% | 15.71%+14.3pp | 109.03%-79.1pp | 28.51%+1.5pp |
| Employer contribution / active EE | $2,255 | $2,460-8.3% | $2,737-17.6% | $2,270-0.7% |
| Participant deferral / active EE | $3,303 | $3,375-2.1% | $3,709-10.9% | $3,740-11.7% |
| Admin fee / account holder | $69 | $214-67.9% | $3,845-98.2% | $513-86.6% |